← All themes

Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

Edge Computing

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
226	Federated Hermes Pittsburgh, Pennsylvania	$468M	+$41.8M	12	1.52%	Increased
227	Aperio Group Sausalito, California	$465M	+$34.1M	10	4.73%	Increased
228	GGHC Gilder Gagnon Howe & Co New York	$463M	-$71.3M	3	7.34%	Reduced
229	SEI Investments Oaks, Pennsylvania	$455M	-$12.9M	11	4.18%	Reduced
230	State of Michigan Retirement System Lansing, Michigan	$455M	-$130M	7	3.52%	Reduced
231	Maverick Capital Dallas, Texas	$453M	+$75.2M	2	7.77%	Increased
232	I.G. Investment Management Winnipeg, Manitoba, Canada	$450M	+$27.6M	10	1.89%	Increased
233	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$449M	+$9.89M	4	3.37%	Increased
234	Royal London Asset Management United Kingdom	$445M	+$449M	9	7.17%	New
235	Causeway Capital Management Los Angeles, California	$439M	+$103M	2	8.82%	Increased
236	Nuveen Charlotte, North Carolina	$432M	-$34.2M	9	2.45%	Reduced
237	WBC Westpac Banking Corp Sydney, Australia	$432M	-$114M	11	4.75%	Reduced
238	TPSF Texas Permanent School Fund Austin, Texas	$424M	-$7.48M	8	5.43%	Reduced
239	Sculptor Capital New York	$423M	+$310M	1	1.47%	Increased
240	Sustainable Growth Advisers Stamford, Connecticut	$423M	-$62M	3	9.25%	Reduced
241	Polar Capital London, United Kingdom	$420M	-$38.5M	7	8.5%	Reduced
242	Fort Washington Investment Advisors Cincinnati, Ohio	$420M	+$3.04M	7	8.72%	Increased
243	CS Cisco Systems San Jose, California	$420M	$0	1	99.34%	Maintained
244	M&T Bank Buffalo, New York	$419M	+$36.6M	11	2.86%	Increased
245	Burgundy Asset Management Toronto, Ontario, Canada	$411M	+$18.9M	2	4.59%	Increased
246	Factory Mutual Insurance Waltham, Massachusetts	$407M	+$8.53M	5	5.57%	Increased
247	TGA Trilogy Global Advisors Winter Park, Florida	$407M	-$76.2M	5	10.98%	Reduced
248	Ruffer LLP London, United Kingdom	$406M	+$80.5M	4	17.35%	Increased
249	FC Fairpointe Capital Chicago, Illinois	$405M	+$908K	4	6.9%	Increased
250	Fifth Third Bancorp Cincinnati, Ohio	$399M	+$15.6M	11	3.7%	Increased